Mount Vernon Associates’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Hold |
8,470
| – | – | 0.52% | 35 |
|
|
2025
Q1 | $601K | Sell |
8,470
-300
| -3% | -$21.3K | 0.49% | 37 |
|
|
2024
Q4 | $617K | Hold |
8,770
| – | – | 0.48% | 37 |
|
|
2024
Q3 | $549K | Sell |
8,770
-500
| -5% | -$31.3K | 0.44% | 38 |
|
|
2024
Q2 | $588K | Hold |
9,270
| – | – | 0.52% | 37 |
|
|
2024
Q1 | $586K | Hold |
9,270
| – | – | 0.5% | 38 |
|
|
2023
Q4 | $477K | Sell |
9,270
-1,300
| -12% | -$66.9K | 0.47% | 38 |
|
|
2023
Q3 | $435K | Sell |
10,570
-1,180
| -10% | -$48.6K | 0.48% | 39 |
|
|
2023
Q2 | $541K | Sell |
11,750
-1,000
| -8% | -$46K | 0.57% | 34 |
|
|
2023
Q1 | $598K | Sell |
12,750
-400
| -3% | -$18.8K | 0.71% | 33 |
|
|
2022
Q4 | $595K | Sell |
13,150
-200
| -1% | -$9.05K | 0.76% | 31 |
|
|
2022
Q3 | $556K | Sell |
13,350
-1,900
| -12% | -$79.1K | 0.72% | 31 |
|
|
2022
Q2 | $701K | Sell |
15,250
-5,050
| -25% | -$232K | 0.85% | 29 |
|
|
2022
Q1 | $1.08M | Sell |
20,300
-1,300
| -6% | -$69.4K | 1.05% | 27 |
|
|
2021
Q4 | $1.3M | Hold |
21,600
| – | – | 1.13% | 26 |
|
|
2021
Q3 | $1.52M | Sell |
21,600
-100
| -0.5% | -$7.02K | 1.39% | 25 |
|
|
2021
Q2 | $1.54M | Hold |
21,700
| – | – | 1.41% | 25 |
|
|
2021
Q1 | $1.58M | Hold |
21,700
| – | – | 1.55% | 24 |
|
|
2020
Q4 | $1.34M | Hold |
21,700
| – | – | 1.41% | 25 |
|
|
2020
Q3 | $935K | Sell |
21,700
-50
| -0.2% | -$2.15K | 1.12% | 27 |
|
|
2020
Q2 | $1.11M | Hold |
21,750
| – | – | 1.44% | 24 |
|
|
2020
Q1 | $916K | Buy |
21,750
+833
| +4% | +$35.1K | 1.54% | 23 |
|
|
2019
Q4 | $1.67M | Hold |
20,917
| – | – | 2.28% | 18 |
|
|
2019
Q3 | $1.45M | Sell |
20,917
-400
| -2% | -$27.6K | 2.16% | 19 |
|
|
2019
Q2 | $1.49M | Sell |
21,317
-100
| -0.5% | -$7K | 2.22% | 18 |
|
|
2019
Q1 | $1.33M | Sell |
21,417
-333
| -2% | -$20.7K | 2.03% | 19 |
|
|
2018
Q4 | $1.13M | Hold |
21,750
| – | – | 1.99% | 21 |
|
|
2018
Q3 | $1.56M | Sell |
21,750
-800
| -4% | -$57.4K | 2.3% | 16 |
|
|
2018
Q2 | $1.51M | Buy |
22,550
+370
| +2% | +$24.8K | 2.35% | 17 |
|
|
2018
Q1 | $1.5M | Hold |
22,180
| – | – | 2.31% | 17 |
|
|
2017
Q4 | $1.65M | Buy |
22,180
+440
| +2% | +$32.7K | 2.49% | 17 |
|
|
2017
Q3 | $1.58M | Buy |
21,740
+500
| +2% | +$36.4K | 2.61% | 16 |
|
|
2017
Q2 | $1.42M | Buy |
21,240
+150
| +0.7% | +$10K | 2.55% | 16 |
|
|
2017
Q1 | $1.26M | Buy |
21,090
+2,550
| +14% | +$153K | 2.32% | 18 |
|
|
2016
Q4 | $1.1M | Buy |
18,540
+300
| +2% | +$17.8K | 2.17% | 22 |
|
|
2016
Q3 | $861K | Buy |
18,240
+1,200
| +7% | +$56.6K | 1.78% | 26 |
|
|
2016
Q2 | $722K | Buy |
17,040
+500
| +3% | +$21.2K | 1.54% | 33 |
|
|
2016
Q1 | $691K | Buy |
16,540
+500
| +3% | +$20.9K | 1.53% | 32 |
|
|
2015
Q4 | $830K | Hold |
16,040
| – | – | 1.82% | 27 |
|
|
2015
Q3 | $796K | Buy |
16,040
+100
| +0.6% | +$4.96K | 1.85% | 25 |
|
|
2015
Q2 | $881K | Sell |
15,940
-800
| -5% | -$44.2K | 1.9% | 24 |
|
|
2015
Q1 | $862K | Buy |
16,740
+1,700
| +11% | +$87.5K | 1.86% | 24 |
|
|
2014
Q4 | $814K | Hold |
15,040
| – | – | 1.87% | 24 |
|
|
2014
Q3 | $779K | Sell |
15,040
-230
| -2% | -$11.9K | 1.94% | 23 |
|
|
2014
Q2 | $719K | Buy |
15,270
+90
| +0.6% | +$4.24K | 1.83% | 24 |
|
|
2014
Q1 | $723K | Buy |
15,180
+200
| +1% | +$9.53K | 1.89% | 25 |
|
|
2013
Q4 | $781K | Buy |
14,980
+780
| +5% | +$40.7K | 2.04% | 24 |
|
|
2013
Q3 | $689K | Sell |
14,200
-19,510
| -58% | -$947K | 2.1% | 22 |
|
|
2013
Q2 | $1.62M | Buy |
+33,710
| New | +$1.62M | 1.74% | 30 |
|